MARINER WEALTH ADVISORS-OKLAHOMA, LLC
Legal name: MARINER WEALTH ADVISORS
CRD #107355 SEC #801-51988 OVERLAND PARK, KS 913-904-5700
SEC Registered
Total AUM
$2.4B
Discretionary
$1.3B
Employees
28
Clients
--
Accounts
2,072
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2018 | $2.4B | $1.3B | $1.1B | 28 | 15 |
| Aug 2017 | $2.2B | $994.6M | $1.2B | 29 | 500 |
| Mar 2017 | $2.2B | $994.6M | $1.2B | 29 | 500 |
| Nov 2016 | $2.2B | $1.1B | $1.1B | 26 | 500 |
| Mar 2016 | $2.2B | $1.1B | $1.1B | 26 | 500 |
| Aug 2015 | $2.3B | $1.4B | $921.8M | 21 | 500 |
| Jul 2015 | $2.3B | $1.4B | $921.8M | 21 | 500 |
| Jul 2015 | $2.3B | $1.4B | $921.8M | 21 | 500 |
| Mar 2015 | $2.3B | $1.4B | $921.8M | 21 | 500 |
| Mar 2014 | $2.1B | $1.1B | $973.1M | 16 | 400 |
| Jul 2013 | $2B | $335.6M | $1.7B | 14 | 400 |
| Jun 2013 | $2B | $335.6M | $1.7B | 14 | 400 |
| Mar 2013 | $2B | $335.6M | $1.7B | 14 | 400 |
| Oct 2012 | $1.4B | $265.8M | $1.1B | 11 | 300 |
| Sep 2012 | $1.4B | $3.3M | $1.4B | 11 | 300 |
| Apr 2012 | $1.4B | $3.3M | $1.4B | 11 | 300 |
| Apr 2012 | $1.4B | $3.3M | $1.4B | 11 | 300 |
| Feb 2012 | $1.4B | $3.3M | $1.4B | 11 | 300 |
| Feb 2012 | $1.4B | $3.3M | $1.4B | 11 | 300 |
| Aug 2011 | $1.2B | $0 | $1.2B | -- | -- |
| Mar 2011 | $1.2B | $0 | $1.2B | -- | -- |
| Dec 2010 | $1.1B | $0 | $1.1B | -- | -- |
| Mar 2009 | $855.9M | $0 | $855.9M | -- | -- |
| Aug 2007 | $695.5M | $0 | $695.5M | -- | -- |
| Feb 2007 | $695.5M | $0 | $695.5M | -- | -- |
| Jan 2007 | $592.9M | $0 | $592.9M | -- | -- |
| Mar 2006 | $592.9M | $0 | $592.9M | -- | -- |
| Jun 2005 | $504.5M | $0 | $504.5M | -- | -- |
| Feb 2005 | $504.5M | $0 | $504.5M | -- | -- |
| Aug 2004 | $374.9M | $0 | $374.9M | -- | -- |
| Jul 2004 | $374.9M | $0 | $374.9M | -- | -- |
DateMar 2018
Total AUM$2.4B
Discretionary$1.3B
Non-Disc.$1.1B
Employees28
Clients15
DateAug 2017
Total AUM$2.2B
Discretionary$994.6M
Non-Disc.$1.2B
Employees29
Clients500
DateMar 2017
Total AUM$2.2B
Discretionary$994.6M
Non-Disc.$1.2B
Employees29
Clients500
DateNov 2016
Total AUM$2.2B
Discretionary$1.1B
Non-Disc.$1.1B
Employees26
Clients500
DateMar 2016
Total AUM$2.2B
Discretionary$1.1B
Non-Disc.$1.1B
Employees26
Clients500
DateAug 2015
Total AUM$2.3B
Discretionary$1.4B
Non-Disc.$921.8M
Employees21
Clients500
DateJul 2015
Total AUM$2.3B
Discretionary$1.4B
Non-Disc.$921.8M
Employees21
Clients500
DateJul 2015
Total AUM$2.3B
Discretionary$1.4B
Non-Disc.$921.8M
Employees21
Clients500
DateMar 2015
Total AUM$2.3B
Discretionary$1.4B
Non-Disc.$921.8M
Employees21
Clients500
DateMar 2014
Total AUM$2.1B
Discretionary$1.1B
Non-Disc.$973.1M
Employees16
Clients400
DateJul 2013
Total AUM$2B
Discretionary$335.6M
Non-Disc.$1.7B
Employees14
Clients400
DateJun 2013
Total AUM$2B
Discretionary$335.6M
Non-Disc.$1.7B
Employees14
Clients400
DateMar 2013
Total AUM$2B
Discretionary$335.6M
Non-Disc.$1.7B
Employees14
Clients400
DateOct 2012
Total AUM$1.4B
Discretionary$265.8M
Non-Disc.$1.1B
Employees11
Clients300
DateSep 2012
Total AUM$1.4B
Discretionary$3.3M
Non-Disc.$1.4B
Employees11
Clients300
DateApr 2012
Total AUM$1.4B
Discretionary$3.3M
Non-Disc.$1.4B
Employees11
Clients300
DateApr 2012
Total AUM$1.4B
Discretionary$3.3M
Non-Disc.$1.4B
Employees11
Clients300
DateFeb 2012
Total AUM$1.4B
Discretionary$3.3M
Non-Disc.$1.4B
Employees11
Clients300
DateFeb 2012
Total AUM$1.4B
Discretionary$3.3M
Non-Disc.$1.4B
Employees11
Clients300
DateAug 2011
Total AUM$1.2B
Discretionary$0
Non-Disc.$1.2B
Employees--
Clients--
DateMar 2011
Total AUM$1.2B
Discretionary$0
Non-Disc.$1.2B
Employees--
Clients--
DateDec 2010
Total AUM$1.1B
Discretionary$0
Non-Disc.$1.1B
Employees--
Clients--
DateMar 2009
Total AUM$855.9M
Discretionary$0
Non-Disc.$855.9M
Employees--
Clients--
DateAug 2007
Total AUM$695.5M
Discretionary$0
Non-Disc.$695.5M
Employees--
Clients--
DateFeb 2007
Total AUM$695.5M
Discretionary$0
Non-Disc.$695.5M
Employees--
Clients--
DateJan 2007
Total AUM$592.9M
Discretionary$0
Non-Disc.$592.9M
Employees--
Clients--
DateMar 2006
Total AUM$592.9M
Discretionary$0
Non-Disc.$592.9M
Employees--
Clients--
DateJun 2005
Total AUM$504.5M
Discretionary$0
Non-Disc.$504.5M
Employees--
Clients--
DateFeb 2005
Total AUM$504.5M
Discretionary$0
Non-Disc.$504.5M
Employees--
Clients--
DateAug 2004
Total AUM$374.9M
Discretionary$0
Non-Disc.$374.9M
Employees--
Clients--
DateJul 2004
Total AUM$374.9M
Discretionary$0
Non-Disc.$374.9M
Employees--
Clients--